Frontier Capital Management Co LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 106274
- Registered since
- January 14, 1981
- Website
- www.frontiercap.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government40.98%
- Investment Companies25.77%
- Pension & Profit Sharing Plans17.14%
- Pooled Investment Vehicles7.36%
- Corporations / Businesses5.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Frontier Capital Management Co LLC is an institutional registered investment adviser that has operated since 1981. The firm serves primarily institutional clients and runs portfolio management for individuals/small businesses, pooled vehicles, investment companies, and other businesses or institutions. Its fee model combines asset-based fees with performance-based fees. Frontier identifies as an active ESG investor and is also affiliated with broker-dealer and sponsor/GP activity for pooled investment vehicles, indicating it both allocates to outside managers and operates its own funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Robert Phay
Chief Compliance Officer & General CounselCRD 5023604

Sarah Jankowski
COO & Managing PartnerCRD 4268430
Contacts
1 of 1
Jillian Berggren
ControllerCRD 7089592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 99 Summer St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Fidelity Institutional Wealth Adviser LLC
RIABoston, MA
Bain Capital Ventures, LP
RIABoston, MA
Welch & Forbes LLC
RIABoston, MA
Bain Capital Real Estate, LP
RIABoston, MA
Choate Investment Advisors
RIABoston, MA
Cabot Properties L.P.
RIABoston, MA